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DHJJ Financial Advisors’s Visa V Stock Holding History

DHJJ Financial Advisors’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$74K Hold
216
– – 0.02% 354
2026
Q1 		$65.2K Hold
216
– – 0.02% 356
2025
Q4 		$75.6K Buy
216
+1
+0.5% +$341 0.03% 316
2025
Q3 		$73.6K Hold
215
– – 0.02% 301
2025
Q2 		$76.5K Hold
215
– – 0.03% 286
2025
Q1 		$75.5K Hold
215
– – 0.03% 263
2024
Q4 		$68K Hold
215
– – 0.03% 263
2024
Q3 		$59.1K Hold
215
– – 0.02% 282
2024
Q2 		$56.4K Sell
215
-6
-3% -$1.65K 0.02% 257
2024
Q1 		$61.7K Hold
221
– – 0.03% 240
2023
Q4 		$57.5K Hold
221
– – 0.03% 240
2023
Q3 		$50.8K Buy
+221
New +$53.1K 0.03% 243

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

DHJJ Financial Advisors's V Position: Q2 2026 in Review

DHJJ Financial Advisors held its Visa (V) position steady in Q2 2026 at 216 shares worth $74K. The position accounts for 0.02% of the portfolio, ranked #354.

DHJJ Financial Advisors first reported a position in V in Q3 2023 and has held it in 12 quarters since. The position peaked at $76.5K in Q2 2025. 2,080 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • DHJJ Financial Advisors held 216 shares of Visa worth $74K as of Q2 2026.
  • DHJJ Financial Advisors left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.02% of DHJJ Financial Advisors's portfolio in Q2 2026, its #354 holding.
  • DHJJ Financial Advisors first reported a position in Visa in Q3 2023 and has held it in 12 quarters since.
  • DHJJ Financial Advisors's Visa position peaked at $76.5K in Q2 2025.
  • 2,080 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.